Gifting Assets to Others
People often like to gift assets to loved ones if they are financially able to do so. Some enjoy being able to witness their loved
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Choice of Fiduciaries: An Extremely Important Aspect of Your Estate Plan
When structuring an estate plan, most people will give little thought to the selection of their various fiduciaries. Your fiduciaries are the individuals or professionals who will carry out your intent under your estate plan.
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Q&A with Loraine: Does a testamentary trust go into effect during or after probate?
Question: Does a testamentary trust go into effect during or after probate? Do the responsibilities of a testamentary trust’s trustee begin after the will is
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Q&A with Loraine: My dad died with no will…can my sister make me sell the house?
Question: My dad died with no will. I’m the one who took care of him. There is a mortgage on the house that I’m paying
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Estate Planning Solutions That Work for Blended Families and Couples Without Children
Estate planning for married couples with children from prior relationships (blended families) and for those without children may present complex issues that require a unique approach. However, viable options typically exist to satisfy all parties.
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How to Minimize the Tax Burden on Your Estate
It’s true: taxes are one of life’s certainties. Almost everything we do in life and in death triggers a tax consequence. That’s why we encourage
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Q&A with Loraine: I am getting married soon and intend to change my name. How do I make the change legal?
Question: I am getting married soon and intend to change my name. How do I make the change legal? Loraine’s Answer: I’ve seen some misconceptions
Q&A with Loraine: What is my legal name after marriage?
Question: I am getting married soon and intend to change my name. How do I make the change legal? Loraine’s Answer: I’ve seen some misconceptions
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